Financial consultant

Opplysningsvesenets Fond

The procurement includes five sub- assignments:
Sub-assignment 1: Consultancy regarding dynamic asset allocation, including analyses of the macro economics, markets conditions and investments. For these sub-assignments the tenderer shall develop suitable methods for communicating and organising the consultancy service.
Sub-assignment 2: Reports of asset allocation, returns and risks with analyses, etc. For this sub-assignment the tenderer must select and discuss which reports are most suitable for indentifying result and risks for the various assets classes and are included in the concept “General approved standards and methods”.
Sub-assignment 3: Reports in relation to loan portfolio (borrowing and lending).
Sub-assignment 4: General financial consultancy services and support functions.
Sub-assignment 5: Assistance in connection with selection of asset managers.
Alternative tenders may be accepted. Regarding sub-assignment 5: It may be relevant to enter into framework agreements with several tenderers. See also the descriptions given in the tender documents/qualification criteria available upon requests to the Awarding Authority.
NOTE: To register your interest in this notice and obtain any additional information please visit the Doffin Web Site at http://www.doffin.no/Search/Search_Switch.aspx?ID=264660.

Frist

Fristen for mottak av tilbud var 2012-09-17. Anskaffelsen ble publisert 2012-08-10.

Hvem? Hva? Hvor?
Anskaffelseshistorikk
Dato Dokument
2012-08-10 Kunngjøring av konkurranse
2012-12-18 Tilleggsinformasjon
Kunngjøring av konkurranse (2012-08-10)
Gjenstand
Anskaffelsens omfang
Tittel: financial consultancy services
Antall eller omfang: 3 000 0005 000 000
Metadata for kunngjøring
Originalspråk: engelsk 🗣️
Dokumenttype: Kunngjøring av konkurranse
Kontraktens art: Tjenester
Forskrift: Det europeiske økonomiske samarbeidsområdet (EØS), med deltakelse av GPA-land
Felles innkjøpsordliste (CPV)
Kode: Tjenester i forbindelse med finansrådgivning 📦

Prosedyre
Prosedyretype: Konkurransepreget dialog
Tilbudstype: Innlevering for alle delkontrakter
Tildelingskriterier
Det mest økonomisk fordelaktige tilbudet

Oppdragsgiver
Identitet
Land: Norge 🇳🇴
Type tildelende myndighet: Annet
Navn på tildelende myndighet: Opplysningsvesenets Fond
Postadresse: Rådhusgata 1-3, Postboks 535 Sentrum
Postnummer: 0105
Poststed: Oslo
Kontakt
Internettadresse: http://www.ovf.no 🌏
E-post: hmg@ovf.no 📧
Telefon: +47 23081580 📞
Faks: +47 23081501 📠

Referanse
Datoer
Sendt dato: 2012-08-10 📅
Innleveringsfrist: 2012-09-17 📅
Publiseringsdato: 2012-08-14 📅
Identifikatorer
Kunngjøringsnummer: 2012/S 155-259498
OJ-S-utgave: 155
Tilleggsinformasjon
(NT Ref:265023).

Gjenstand
Anskaffelsens omfang
Estimert verdi eksklusive mva: 3 000 000 💰
5 000 000 💰
Kort beskrivelse:
The procurement includes five sub- assignments:
Sub-assignment 1: Consultancy regarding dynamic asset allocation, including analyses of the macro economics, markets conditions and investments. For these sub-assignments the tenderer shall develop suitable methods for communicating and organising the consultancy service.
Vis mer
Sub-assignment 2: Reports of asset allocation, returns and risks with analyses, etc. For this sub-assignment the tenderer must select and discuss which reports are most suitable for indentifying result and risks for the various assets classes and are included in the concept “General approved standards and methods”.
Vis mer
Sub-assignment 3: Reports in relation to loan portfolio (borrowing and lending).
Sub-assignment 4: General financial consultancy services and support functions.
Sub-assignment 5: Assistance in connection with selection of asset managers.
Alternative tenders may be accepted. Regarding sub-assignment 5: It may be relevant to enter into framework agreements with several tenderers. See also the descriptions given in the tender documents/qualification criteria available upon requests to the Awarding Authority.
Vis mer
NOTE: To register your interest in this notice and obtain any additional information please visit the Doffin Web Site at http://www.doffin.no/Search/Search_Switch.aspx?ID=264660.
Varianter vil bli akseptert ✅
Beskrivelse av opsjoner:
The contract period is 4 years with option for 1+1 year(s) prolongation. Maximum contract period, including option is 6 years.
Varighet: 48 måneder
Referansenummer: 12/1301
Utførelsessted
Hovedsted eller utførelsessted: Oslo, Norway.

Juridisk, økonomisk, finansiell og teknisk informasjon
Vilkår for deltakelse
Egnethet til å utøve yrkesvirksomheten:
(1) Company registration certificate.
(2) Value added tax certificate (National requirement).
(3) Company tax certificate (National requirement).
(4) Self-declaration in compliance with Appendix 2 (HSE) of the Norwegian procurement regulations (National requirement).
(5) Other documentation required (please state below).
The tenderer must have required concession from the Financial Supervisory Authority of Norway or equivalent authority in any EEA country.
Økonomisk og finansiell stilling: (1) Presentation of the company’s annual accounts, or extracts thereof.
Teknisk og faglig kapasitet:
(1) Overview of the company's total manpower.
(2) Manpower proposed for this contract (organisation chart) with names and CV's of the key personnel who will be responsible for its execution (for service and works contracts).
(3) A list of the principal deliveries effected, or main services provided, by the company, in the past 3 years, with the values, dates and recipients (for supply and service contracts).
(4) A statement of the quality assurance/quality control system operated by the company.
Kontraktutførelse
Hovedfinansieringsvilkår og betalingsordninger og/eller henvisning til relevante bestemmelser som regulerer dem: See descriptions given in documents/tender documents.
Personalets navn og faglige kvalifikasjoner ✅

Prosedyre
Maksimalt antall deltakere i rammeavtalen: 4
Varighet av rammeavtalen i år: 4
Minste antall kandidater: 3
Største antall kandidater: 6
Objektive utvelgelseskriterier:
1. Compliance with formal criteria.
2. Compliance of assignment and solution in relation to describing documents.
3. Requirements related to languages (sub-assignments; 2, 3, and 4 Norwegian), (sub-assignment; 5 Norwegian, Swedish, Danish, English).
4. Quality of the proposed personnel.
5. Quality of control structures and systems.
6. Price.
Dato for utsendelse av invitasjoner: 2012-10-01 📅
Språk
Språk: dansk 🗣️
engelsk 🗣️
+ 1 til svensk 🗣️
Andre språk: Norwegian.

Oppdragsgiver
Identitet
Annen type oppdragsgiver: Other
Kontakt
Kontaktpunkt: Finansteam
Harald Magne Glomdal
Adresse til kjøperprofilen: http://www.doffin.no//search/Search_AuthProfile.aspx?ID=AA4061 🌏
Navn: Opplysningsvesenets Fond
URL for ytterligere informasjon: http://www.ovf.no 🌏
URL for dokumenter: http://www.ovf.no 🌏
E-post: ovf@ovf.no 📧
URL for deltakelse: http://www.ovf.no 🌏
E-post: ovg@ovf.no 📧

Referanse
Identifikatorer
Referansenummer tildelt av oppdragsgiver: 12/1301

Utfyllende informasjon
Klageinstans
Navn: Opplysningsvesenets fond
Postadresse: Rådhusgaten 1-3 Postboks 535 Sentrum
Poststed: Oslo
Postnummer: 0105
Land: Norge 🇳🇴
E-post: ovf@ovf.no 📧
Internettadresse: www.ovf.no 🌏
Informasjon om frister for klage: 10 days from contract award
Tjeneste hvor informasjon om klageprosedyren kan innhentes
Samme som: Klageinstans
Kilde: OJS 2012/S 155-259498 (2012-08-10)
Tilleggsinformasjon (2012-12-18)
Gjenstand
Anskaffelsens omfang
Tittel: Financial consultancy services
Metadata for kunngjøring
Dokumenttype: Tilleggsinformasjon

Referanse
Datoer
Sendt dato: 2012-12-18 📅
Publiseringsdato: 2012-12-22 📅
Identifikatorer
Kunngjøringsnummer: 2012/S 247-404995
Refererer til kunngjøring: 2012/S 155-259498
OJ-S-utgave: 247
Kilde: OJS 2012/S 247-404995 (2012-12-18)
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